Insights
October 10, 2017
Strategas Event With Dan Clifton – September 2017
In Coldstream Happenings
Watch Coldstream Wealth Management’s moderated discussion with Dan Clifton, director of legislative and public policy research at Strategas Research Partners in Washington, D.C. In this discussion, Mr. Clifton provides his analysis of how current legislation and policy impacts our economy.
Insights Tags
Related Articles
May 7, 2025
What is something important you learned from your mother and father about money and finances?
In honor of Mother’s Day this May and Father’s Day in June, Coldstream employees shared what they learned from their mothers and fathers about money. Here, we offer some of that collective wisdom to our readers: Elaina Shemeta, CFP®, Team Lead & Wealth Manager One of the most valuable lessons my mom instilled in [...]
April 11, 2025
Bike to Work Month: Why We Do It
This year marks the 16th year I’ve organized a “Bike to Work” challenge for our company during the month of May. While the name harkens back to years ago when we daily commuted to the office and looked for ways to avoid traffic, today the definition has expanded; we include any type of activity that [...]
Contributions from: Anne Marie Stonich, CFP®, CPA
April 8, 2025
Coldstream Rebrands Rainier Group as Coldstream Capital Partners
SEATTLE, April 08, 2025 – We’re excited to announce our subsidiary, the Rainier Group, a boutique investment banking and strategic advisory firm, will now be known as Coldstream Capital Partners. This rebranding is part of a process that aims to better reflect a strategic alignment to expand services, enhance expertise, and improve operational efficiency for [...]